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Surefyre vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Surefyre medium Failure Risk for Scratchpad medium
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Comparison Summary

This comparison report of Surefyre vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1254 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Surefyre and Scratchpad

Surefyre, and Scratchpad belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Surefyre covers Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

"Surefyre has saved the company time and money. After we moved to Surefyre, we found the system to be faster, more secure and much more flexible than our previous system. Since Surefyre is designed intuitively, it is easier to train new agents on our... systems and processes. " - ANDREW HETZLER

"As Chief Revenue Officer I literally use it everyday. I am hearing from our sales team they love it because it makes it so easy to manage their accounts and offers a much more efficient way of putting in updates real time. Thank you Scratchpad team! " - Scott Kiever

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Surefyre

Focus area

Software Failure Risk

  • medium

logo Scratchpad

Focus area

Scratchpad is better than Surefyre for

Software Failure Risk

  • medium

About

Submission automation platform for modern MGAs, wholesalers, and carriers

Fastest experience to update Salesforces

Financials

SEED

SERIES B

Business Need

Total Processes
(we found evidences for)

11

46

Total Goals
(we found evidences for)

2

6

Top Processes

Evidences indicate better relative satisfaction

sales document management

Read Reviews (11)

Read Reviews (5)

proposal & quote management

Read Reviews (11)

Read Reviews (1)

workflow management

Read Reviews (6)

Read Reviews (46)

lead tracking

Read Reviews (2)

Read Reviews (1)

sales commission management

Read Reviews (2)

Read Reviews (0)

communication management

Read Reviews (1)

Read Reviews (2)

sending & publishing communications

Read Reviews (1)

Read Reviews (2)

coaching

Read Reviews (0)

Read Reviews (4)

pipeline management

Read Reviews (0)

Read Reviews (41)

engaging and following up

Read Reviews (0)

Read Reviews (22)

engaging with scheduling & cadence

Read Reviews (0)

Read Reviews (2)

engagement management

Read Reviews (0)

Read Reviews (25)

engaging and following up

Read Reviews (0)

Read Reviews (22)

engaging with scheduling & cadence

Read Reviews (0)

Read Reviews (2)

training & onboarding

Read Reviews (0)

Read Reviews (23)

opportunity management

Read Reviews (0)

Read Reviews (9)

helpdesk management

Read Reviews (0)

Read Reviews (9)

creating contact list

Read Reviews (0)

Read Reviews (2)

contact list management

Read Reviews (0)

Read Reviews (6)

creating contact list

Read Reviews (0)

Read Reviews (2)

account management

Read Reviews (0)

Read Reviews (4)

segmentation and targeting

Read Reviews (0)

Read Reviews (3)

business development

Read Reviews (0)

Read Reviews (3)

conversion management

Read Reviews (0)

Read Reviews (3)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

customer case management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

sales call management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Improve digital and social presence

  • Enhance customer relationships

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

No Data

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting